Joseph Carlson: TGT will outperform

The window it was checked over

TGT closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

What was said around it

economy slowing down a company that charges more for its customers is likely going to take a hit so it makes sense to me that Walmart's only down two percent this year while Target's down 30 percent a lot of investors are saying look if we're going into a recession like Jeff Bezos is predicting then I'd rather own Walmart than Target and I think that's a fair line of thought what I'd say on the subject is between the two reach tellers Target is selling at a 14 p e ratio Walmart's currently selling at a 22 p e ratio so my opinion this trade down from Target to Walmart is probably a little bit overdone I think the Target right now in my opinion is a little bit better value so my portfolio I hold a little Target it's been a great holding in the past even with this current sell-off I'm up substantially in the company and it may be the first time that I add a little bit more to this holding in over three years if it continues to trade down if people become overly bearish on it I'll probably buy a little bit more Target now that's all for this episode I hope you enjoyed and I'll see in the next one

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